Our Portfolio Management module enables you to easily construct and manage portfolios that drive toward achieving your clients’ goals. Rebalance portfolios either individually or in groups using our automated rebalancing suite. Maintain a complete view of your clients’ financial positions by integrating with a wide range of data feed options that combine into a consolidated analysis across all asset classes. Leverage integrated support for cross-asset classes, multi-currency, multi-language, portfolio analytics, reporting, and much more.
CCO and Co-Founder | Zest Capital
Share your goals, your challenges, and your timeline. Let's explore how BRITech can bring the right technology and solutions you need to help your business and your clients.